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Western Financial Corp’s Paychex PAYX Stock Holding History

Western Financial Corp’s Portfolio PAYX Stock Details PAYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,729
Closed -$980K – 123
2025
Q3 		$980K Buy
7,729
+573
+8% +$79.5K 0.43% 60
2025
Q2 		$1.04M Buy
7,156
+19
+0.3% +$2.86K 0.56% 50
2025
Q1 		$1.1M Sell
7,137
-789
-10% -$116K 0.64% 45
2024
Q4 		$1.11M Buy
7,926
+7
+0.1% +$994 0.61% 42
2024
Q3 		$1.06M Sell
7,919
-1
-0% -$127 0.6% 49
2024
Q2 		$939K Buy
7,920
+124
+2% +$15.2K 0.57% 54
2024
Q1 		$957K Buy
7,796
+2,076
+36% +$252K 0.59% 49
2023
Q4 		$681K Buy
5,720
+224
+4% +$26.5K 0.46% 69
2023
Q3 		$634K Buy
5,496
+14
+0.3% +$1.69K 0.46% 67
2023
Q2 		$613K Buy
5,482
+187
+4% +$20.5K 0.42% 75
2023
Q1 		$607K Buy
5,295
+350
+7% +$39.8K 0.43% 74
2022
Q4 		$571K Buy
+4,945
New +$579K 0.37% 75

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Western Financial Corp's PAYX Position: Q4 2025 in Review

Western Financial Corp sold out of Paychex (PAYX) in Q4 2025, closing a stake of 7,729 shares — an estimated $980K sold.

Western Financial Corp first reported a position in PAYX in Q4 2022 and held it in 12 quarters. The position peaked at $1.11M in Q4 2024. 1,588 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Western Financial Corp reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Western Financial Corp sold 7,729 Paychex shares in Q4 2025, an estimated $980K.
  • Western Financial Corp first reported a position in Paychex in Q4 2022 and held it in 12 quarters.
  • Western Financial Corp's Paychex position peaked at $1.11M in Q4 2024.
  • 1,588 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Western Financial Corp's 13F filing for Q4 2025, filed 21 Jan 2026.